- Work with clients to develop individualized financial plans for savings, retirement, investments, income protection and insurance.
- Identify client's financial goals and expectations and assist them in selecting appropriate investment opportunities.
- Provide excellent, personalized customer service.
- Proactively reach out to clients to establish meaningful long-term relationships.
- College Degree
- 20 – 35 years old
- Living in the greater Manila area
- Can work 2-3 hours a day